Win-Loss Analyzer | CREAO

Analyze every deal you have closed. Your agent finds the patterns behind every win and loss.

Tell CREAO which deals to analyze. It reads call transcripts, CRM notes, and deal data, then surfaces the top reasons you win and the top reasons you lose. Weekly in Slack.

Connect your CRM and call tool once. The agent reads every closed deal and surfaces the patterns without any manual tagging.

CREAOComplete
Analyze all closed deals from Q2. Tell me why we are losing to On Running and what our top win drivers are.
Win-Loss Report — Q2 2026Ready
  • Deals analyzed: 47 (28 won, 19 lost) Top loss reason: Pricing (9 deals, 47%) Common quote: "On Running was $15 cheaper at wholesale" Top win reason: Sustainability story (12 deals, 43%) Common quote: "Nobody else had your carbon credentials" Top competitor: On Running (mentioned in 14 lost deals) Win rate vs On Running: 38% (was 29% last quarter)
47 deals analyzed · 8 weeks of data · Delivered to #sales-intel
What you can track

Point it at your CRM and call recordings. It reads every deal and surfaces what matters.

Choose the signals that matter. CREAO turns them into scheduled reports and alerts.

Loss Reason Tagging
Every closed-lost deal gets tagged with the primary reason. Pricing, competitor, timing, feature gap.
Competitor Tracking
Surfaces which competitors appear most often in lost deals and your win rate against each.
Win Driver Analysis
Identifies what your strongest deals have in common so you can replicate it.
Rep Performance
Shows which reps have the highest win rates in competitive deals and why.
Rep performance signals
Shows which reps have the highest win rates in competitive deals and why.
Deal velocity analysis
Identifies whether faster or slower sales cycles correlate with wins or losses.
Analyze all closed-lost deals from Q2 and tell me the top loss reasons.
G
CREAO
Win-Loss Report — Q2 202647 deals analyzed
Pricing cited in 47% of lost deals. On Running $15 cheaper at wholesale.Top loss
HubSpot + Gong · Q2 analysis
Feature gap no trail running SKU mentioned in 8 deals
change
Timeline 6 deals lost to faster competitor delivery
new
💬Delivered to Slack #sales-intelEvery Monday 8am
What would you like me to do next?
Build a pricing response playbook
Share with product team
Set up weekly tracking
Ask a follow-up question...
Create agent
How it works

Connect your deal data. Then it finds the patterns.

1
Connect your deal data
Link your CRM and call recording tool. CREAO reads closed deals, call transcripts, and deal notes automatically.
2
Your agent analyzes
It reads every closed-won and closed-lost deal, tags competitor mentions, pricing objections, and decision drivers.
3
Patterns land in Slack
Weekly report surfaces the top 3 reasons you win, the top 3 reasons you lose, and which competitors show up most.

CREAO is your AI Super Agent. Describe what you need, it builds an agent and runs it.

Integrations

Connects to the tools you already use.

HubSpotSalesforceGongGoogle SheetsGoogle SheetsSlackSlack

All integrations connect via OAuth or API key. Your data stays in your accounts.

You lost three deals to the same competitor last month. Do you know why?

Connect your CRM. Your agent finds the answer.

Start analyzing →

Frequently asked questions

What is win-loss analysis?+

Win-loss analysis is reviewing closed deals to understand why your team wins and loses. Instead of relying on sales rep memory or gut feel, an automated agent reads call transcripts and CRM notes to surface objective patterns across all your deals.

What does the win-loss report include?+

The report shows your top loss reasons by frequency, which competitors appear most often in lost deals, your win rate against each competitor, the common factors in your strongest wins, and rep-level performance in competitive deals.

How does the agent read my deals?+

You connect your CRM and call recording tool. The agent reads closed deal records, tags competitor mentions and objection patterns from transcripts, and groups findings by theme. It runs weekly and delivers a report to Slack.

How is this different from just looking at CRM data?+

CRM data tells you the outcome. Win-loss analysis tells you why. By reading call transcripts and deal notes, the agent surfaces the actual language buyers used, the objections your reps faced, and the moments that decided each deal.

Analyze every deal you have closed. Your agent finds the patterns behind every win and loss.

Tell CREAO which deals to analyze. It reads call transcripts, CRM notes, and deal data, then surfaces the top reasons you win and the top reasons you lose. Weekly in Slack.

Connect your CRM and call tool once. The agent reads every closed deal and surfaces the patterns without any manual tagging.

CREAOComplete
Analyze all closed deals from Q2. Tell me why we are losing to On Running and what our top win drivers are.
Win-Loss Report — Q2 2026Ready
  • Deals analyzed: 47 (28 won, 19 lost) Top loss reason: Pricing (9 deals, 47%) Common quote: "On Running was $15 cheaper at wholesale" Top win reason: Sustainability story (12 deals, 43%) Common quote: "Nobody else had your carbon credentials" Top competitor: On Running (mentioned in 14 lost deals) Win rate vs On Running: 38% (was 29% last quarter)
47 deals analyzed · 8 weeks of data · Delivered to #sales-intel
What you can track

Point it at your CRM and call recordings. It reads every deal and surfaces what matters.

Choose the signals that matter. CREAO turns them into scheduled reports and alerts.

|HubSpot:#FF7A59:Pulling all closed-lost deals from Q2 with stage history
Gong:#614BF6:Reading call transcripts for deal context and competitor mentions
Competitor Tracking
Surfaces which competitors appear most often in lost deals and your win rate against each.
Win Driver Analysis
Identifies what your strongest deals have in common so you can replicate it.
Rep Performance
Shows which reps have the highest win rates in competitive deals and why.
Rep performance signals
Shows which reps have the highest win rates in competitive deals and why.
Deal velocity analysis
Identifies whether faster or slower sales cycles correlate with wins or losses.
Analyze all closed-lost deals from Q2 and tell me the top loss reasons.
G
CREAO
Win-Loss Report — Q2 202647 deals analyzed
Pricing cited in 47% of lost deals. On Running $15 cheaper at wholesale.Top loss
HubSpot + Gong · Q2 analysis
Feature gap no trail running SKU mentioned in 8 deals
change
Timeline 6 deals lost to faster competitor delivery
new
💬Delivered to Slack #sales-intelEvery Monday 8am
What would you like me to do next?
Build a pricing response playbook
Share with product team
Set up weekly tracking
Ask a follow-up question...
Create agent
How it works

Connect your deal data. Then it finds the patterns.

1
Connect your deal data
Link your CRM and call recording tool. CREAO reads closed deals, call transcripts, and deal notes automatically.
2
Your agent analyzes
It reads every closed-won and closed-lost deal, tags competitor mentions, pricing objections, and decision drivers.
3
Patterns land in Slack
Weekly report surfaces the top 3 reasons you win, the top 3 reasons you lose, and which competitors show up most.

CREAO is your AI Super Agent. Describe what you need, it builds an agent and runs it.

Integrations

Connects to the tools you already use.

HubSpotSalesforceGongGoogle SheetsGoogle SheetsSlackSlack

All integrations connect via OAuth or API key. Your data stays in your accounts.

You lost three deals to the same competitor last month. Do you know why?

Connect your CRM. Your agent finds the answer.

Start analyzing →

Frequently asked questions

What is win-loss analysis?+

Win-loss analysis is reviewing closed deals to understand why your team wins and loses. Instead of relying on sales rep memory or gut feel, an automated agent reads call transcripts and CRM notes to surface objective patterns across all your deals.

What does the win-loss report include?+

The report shows your top loss reasons by frequency, which competitors appear most often in lost deals, your win rate against each competitor, the common factors in your strongest wins, and rep-level performance in competitive deals.

How does the agent read my deals?+

You connect your CRM and call recording tool. The agent reads closed deal records, tags competitor mentions and objection patterns from transcripts, and groups findings by theme. It runs weekly and delivers a report to Slack.

How is this different from just looking at CRM data?+

CRM data tells you the outcome. Win-loss analysis tells you why. By reading call transcripts and deal notes, the agent surfaces the actual language buyers used, the objections your reps faced, and the moments that decided each deal.